Matthew Haddad (CRD# 6904175) is an Investment Advisor Representative working at Dakota Wealth, LLC in Davidson, NC and has 1 year of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Davidson, NC | Jul 2020 - Current | 3 |
| Willingdon Wealth Management, LLC | Huntersville, NC | Jan 2018 - Jun 2020 | 2 |
| Unemployed | Seattle, WA | Jun 2017 - Dec 2017 | < 1 |
| Bmgi | Kirkland, WA | Jan 2007 - May 2017 | 10 |
- NC
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Total Assets Under Management5,334MILLIONS
-
Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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